Polymer Capital Management (HK)’s JD.com JD Stock Holding History

Polymer Capital Management (HK)’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.23M	Buy	244,558 +124,558	+104%	+$3.52M	0.62%	28
2025 Q4	$3.44M	Buy	120,000 +114,000	+1,900%	+$3.56M	0.49%	47
2025 Q3	$210K	Sell	6,000 -4,000	-40%	-$130K	0.03%	226
2025 Q2	$326K	Sell	10,000 -231,013	-96%	-$7.88M	0.05%	134
2025 Q1	$9.91M	Sell	241,013 -228,577	-49%	-$9.18M	1.69%	21
2024 Q4	$16.3M	Sell	469,590 -95,328	-17%	-$3.69M	2.82%	6
2024 Q3	$22.6M	Buy	+564,918	New	+$15.5M	5.23%	1
2024 Q2	–	Sell	-25,000	Closed	-$685K	–	203
2024 Q1	$685K	Sell	25,000 -141,138	-85%	-$3.46M	0.17%	94
2023 Q4	$4.8M	Buy	+166,138	New	+$4.5M	1.66%	20

Other funds holding JD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Polymer Capital Management (HK)'s JD Position: Q1 2026 in Review

Polymer Capital Management (HK) increased its JD.com (JD) stake by 104% in Q1 2026, buying an estimated $3.52M and bringing the position to 244,558 shares worth $7.23M. The position accounts for 0.62% of the portfolio, ranked #28.

Polymer Capital Management (HK) first reported a position in JD in Q4 2023 and has held it in 9 quarters since. The position peaked at $22.6M in Q3 2024. 408 funds tracked by Wall St. Rank hold JD as of Q1 2026.

Polymer Capital Management (HK) held 244,558 shares of JD.com worth $7.23M as of Q1 2026.
Polymer Capital Management (HK) bought 124,558 JD.com shares in Q1 2026, an estimated $3.52M.
JD.com made up 0.62% of Polymer Capital Management (HK)'s portfolio in Q1 2026, its #28 holding.
Polymer Capital Management (HK) first reported a position in JD.com in Q4 2023 and has held it in 9 quarters since.
Polymer Capital Management (HK)'s JD.com position peaked at $22.6M in Q3 2024.
408 funds tracked by Wall St. Rank held JD.com as of Q1 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q1 2026, filed 14 May 2026.